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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,493 | $160,028-66.6% | $147,080-63.6% | $145,884-63.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.14% | 98.60%-77.5pp | 420.17%-399.0pp | 551.85%-530.7pp |
| Employer contribution / active EE | $5,049 | $5,286-4.5% | $4,933+2.3% | $4,662+8.3% |
| Participant deferral / active EE | $13,206 | $8,422+56.8% | $8,066+63.7% | $6,690+97.4% |
| Admin fee / account holder | $3,204 | $15,030-78.7% | $12,989-75.3% | $13,392-76.1% |